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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Yougang Xiao who wrote (63238)	6/24/1999 7:43:00 PM
From: Petz	Read Replies (1) \| Respond to of 1572161

Yougang, re:<Remember, Fran Barton said in Q1 CC that break-even point for Q2 is 850 m. Would the vanished 50 million go to write down the inventory> No, writing down the inventory would raise the breakeven in Q2 and lower it in Q3. So how'd they lower the breakeven? Here's some possibilities: 1. The saved $50 M because Jerry didn't get any ISO's 2. Barton was being conservative 3. They lowered discretionary R&D when they saw the bottom drop out of the K6-2 demand 4. Sales related expenses were less 5. Less interest expense because of earlier closing of Vantis deal Petz